H&R Block's online do-it-yourself tax preparation services, tax software, and over 12,000 retail offices help you get your maximum refund. On your own, with our software products, or in office, we help clients get their taxes won.

CPA

Account registration: payout is not applied

Online Sale - DIY

New customer: 1.8% of order sale amount

Existing customer: 0.6% of order sale amount

(Please note there are non-commissionable items - contact your manager to get the details)

Software Download - payout is not applied

In-store Purchase - $0.6-$1.2 per order

New customer:  $1.2 per order

Existing customer: $0.6 per order

All other - $0.6 per order

Assisted In-Store Appointment: no payout

*Brand bidding is prohibited. 

Desired Partner Types: Content - Finance focused!, Coupon/Deal/Loyalty, Employee Rewards, Technology/Mobile App

KPI:

DIY (do-it-yourself)

• Account Registrations: Indicates when a client signs up for an account. Registrations act as a proxy for who will file. 

• *Online Sales: Refers to fillings that occur online - 4 package types (free, deluxe, premium, self-employed) 

• Software Downloads: Best option for people who want tax filing software on their computer year-round (small business owners, elderly tax filers)

Assisted (in-store)

• In-Store Purchases: Indicates when a client sets up an appointment and files taxes in-person with an H&R Block tax professional 

Net New Rate

• Overall, a 20-35% net new rate is considered good

*Please note there's a pre-moderation with the advertiser - provide your sources for a review to promote this campaign

Access original offer: https://offers-cloudtraffic.affise.com/cpa/offer/113, ID  113

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